ENB Pub Note: This is a fantastic article from the Merchant\’s News Substack by Giacomo Prandelli. We highly recommend subscribing to and reading his Substack. Stu Turley just had an interview with Giacomo, and the podcast is in production for release soon. We will keep you posted. Everyone’s celebrating gold breaking $4,200 and silver doubling […]
Continue ReadingIn a major boost for U.S. energy infrastructure and Alaska\’s economy, the Alaska LNG project has secured all necessary federal permits ahead of schedule, paving the way for what could become one of the largest natural gas developments in North America. This milestone, achieved under the Federal Permitting Improvement Steering Council\’s oversight, marks the end […]
Continue ReadingOil had a weak and volatile year, while natural gas outperformed on the back of LNG approvals, higher breakevens, and emerging data-center demand. Despite price pressure, U.S. E&Ps outperformed expectations, and production is unlikely to decline unless oil approaches the $50 per barrel threshold. Looking ahead to 2026, U.S. shale operators may expand international exposure […]
Continue ReadingIn a stark indicator of mounting pressures on Russia\’s energy sector, the country\’s oil and gas revenues are projected to plummet by nearly 50% in December 2025, reaching a five-year low of approximately $5.15 billion. This sharp decline caps off a challenging year, with cumulative revenues for the first 11 months of 2025 estimated at […]
Continue ReadingThe Monroe Doctrine, first articulated in 1823, has long served as a cornerstone of U.S. foreign policy, asserting American influence over the Western Hemisphere and warning against external interference. Today, Venezuela stands at the heart of this doctrine\’s modern application, embodying a high-stakes battle over resources, sovereignty, and global power dynamics. With the United States\’ […]
Continue ReadingThis is an important story that is evolving as we speak. Stu Turley wrote about this a year ago, and it is now evolving into a mix of how the global finance market is morphing into gold-backed securities rather than a security based upon nuclear military might. This is a huge change, and when you […]
Continue ReadingIn a striking reversal that underscores the enduring grip of fossil fuels on the global economy, the International Energy Agency (IEA) has updated its forecast, now projecting that oil demand will continue to climb until at least 2050. Under its Current Policies Scenario (CPS), the IEA anticipates global oil consumption reaching 113 million barrels per […]
Continue ReadingSaudi Aramco, the world\’s largest oil exporter, has announced a series of 17 memoranda of understanding (MoUs) and agreements with U.S. companies, potentially valued at more than $30 billion. These deals build on earlier announcements in May 2025, bringing the total collaboration pipeline with U.S. firms to approximately $120 billion this year. This move underscores […]
Continue ReadingIn a landmark diplomatic and economic event, U.S. President Donald Trump hosted Saudi Crown Prince Mohammed bin Salman (MBS) at the White House on November 18, 2025, marking a significant escalation in bilateral ties. During the high-profile meeting, MBS announced that Saudi Arabia would ramp up its investment commitments in the United States from an […]
Continue ReadingWeekly Daily Standup Top Stories U.S. Drilling Programs Are Resilient, but It Depends on the Location November 6, 2025 Clark Savage In the ever-volatile world of energy markets, U.S. oil and gas producers are demonstrating remarkable staying power amid oil prices hovering around $60 per barrel—a level that’s uncomfortably close to breakeven for many operations. Yet, […] […]
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